Calamos Convertible Equity Alternative ETFCVRT
CVRT
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
83% more funds holding
Funds holding: 6 [Q3] → 11 (+5) [Q4]
37% more capital invested
Capital invested by funds: $3.3M [Q3] → $4.53M (+$1.23M) [Q4]
9.82% more ownership
Funds ownership: 33.11% [Q3] → 42.93% (+9.82%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Research analyst outlook
We haven’t received any recent analyst ratings for CVRT.
Financial journalist opinion
Positive
ETF Trends
1 year ago
A New Era for Risk: Managed Risk Strategies
Investors don't always notice when regimes shift. Even as interest rates rose at an almost unprecedented speed and are back to levels not seen in more than a decade, investors have in many ways stuck to what worked in a low rate regime.
Positive
ETF Trends
1 year ago
Calamos Launches Closed-End Funds Income & Arbitrage ETF
Calamos Advisors has launched the Calamos CEF Income & Arbitrage ETF (NYSE Arca: CCEF) on the New York Stock Exchange. The actively managed ETF seeks high current income and long-term capital appreciation.
Positive
Seeking Alpha
1 year ago
CVRT: Calamos Launches Convertible ETF
Calamos expanded into exchange-traded products earlier this year, more recently launching the Calamos Convertible Equity Alternative ETF. The firm specializes in convertible securities and has offered both open-ended and closed-ended funds. CVRT is ultimately focused more on potential appreciation rather than yield, with a focus on convertibles with an "equity-like" tilt.
Positive
ETF Trends
1 year ago
Calamos' Kaufman, Bitwise's Hougan Talks Alts
If the last year or two have taught investors anything, it's that alts can play a big role in portfolios. As recently as 2022, bonds struggled amid significantly low interest rates, with their role as a contrast to stocks weakened.
Neutral
ETF Trends
1 year ago
8 Under-the-Radar Active ETFs for the Holidays
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment.
Neutral
ETF Trends
1 year ago
ETF 360: Calamos Fulfills a Convertible Need
On the latest episode of ETF360, VettaFi Head of Research Todd Rosenbluth interviewed Calamos Head of ETFs Matt Kaufman. They discussed the Calamos Convertible Equity Alternative ETF (CVRT).
Charts implemented using Lightweight Charts™